Client Web- Help Center
Login Screen
You are assigned a Company ID and Password when you sign on with us.
Once you are logged on to your account, you have the ability to create multiple users so that your employees can retrieve necessary information on your account.
Main Screen
The main screen displays your top 5 debtors on your account and what their volume is. It also shows your purchase and collection history for the past 12 months. This will help you assess how business is thriving.
Client Check Request
Want to Factor a New Customer?
Go to the Data Entry Tab and Click Credit Request.
Enter your information & click Next, Complete the second form fields & click next, list the amount of credit you need, terms, etc and Click Next, Your Done!
A ticket will be emailed to you with details.
PDF Reports
Print or View Aging’s, Charge Back Report’s, and Client Ledger Report’s, anytime you want.
Not sure if you factored an invoice? Look at your aging and find out. See how much you sold in a month, or a year. You may also see all fees you paid through the Client Ledger Reports. These reports make it easy for your Accountant at tax time.
BOS Batch / Payment Report Details
View & Print up to the minute reports, see invoices funded and when an invoice paid. Processed Invoices Batches will show you both. All reports have the same format as the ones UC Factors mails you.